Today: 3 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Berkshire Hathaway stock holds near $500 as UBS touts “defensive” case, warns buybacks may stay scarce

Berkshire Hathaway stock holds near $500 as UBS touts “defensive” case, warns buybacks may stay scarce

Berkshire Hathaway’s Class B shares traded near $500 Wednesday, little changed as UBS flagged limited buyback potential at current prices. UBS noted Berkshire holds $378 billion in cash, about 35% of its market value. Investors are watching CEO Greg Abel for signals on capital deployment after Warren Buffett’s transition. The S&P 500 ETF slipped 0.2% in early trade.
11 February 2026
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Kroger stock edges higher after CEO shake-up as investors sift pay and next earnings call

Kroger stock edges higher after CEO shake-up as investors sift pay and next earnings call

Kroger named former Walmart executive Greg Foran as CEO, effective Feb. 10, with a $1.5 million base salary and a target of $12 million in annual stock awards. Shares rose 0.4% to $68.32 Wednesday, after falling 3% Tuesday. Investors are watching for Foran’s first moves as the company faces rising competition and labor risks. Kroger reaffirmed its 2025 guidance.
11 February 2026
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Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon shares fell 0.7% to $205.43 Wednesday morning, near session lows after an early high above $209. The drop follows heavy retail buying last week, but investors remain focused on Amazon’s $200 billion 2026 capex plan and uncertainty over AI-driven earnings. Amazon also announced a pharmacy delivery expansion to 4,500 U.S. cities this year. Broader markets rose, with the S&P 500 ETF up 0.5%.
11 February 2026
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Lumentum stock price drops after hours as investors eye Susquehanna, Morgan Stanley talks

Lumentum stock price drops after hours as investors eye Susquehanna, Morgan Stanley talks

Lumentum Holdings shares dropped 2.8% to $561.13 in after-hours trading Tuesday, following a volatile session with a $48 range and 4.8 million shares traded. The decline comes ahead of management appearances at Susquehanna’s tech conference on Feb. 26 and Morgan Stanley’s event on March 2. Coherent fell 5.9%, Broadcom 1.0%, and Marvell Technology 0.4% in related trading.
11 February 2026
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ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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Strategy Inc (MSTR) stock price slips after-hours as Saylor doubles down on Bitcoin buying

Strategy Inc (MSTR) stock price slips after-hours as Saylor doubles down on Bitcoin buying

Strategy Inc shares fell about 4% to $133 in after-hours trading Tuesday as bitcoin dropped below $69,000. A Feb. 9 SEC filing showed the company sold $89.5 million in stock and used the proceeds to buy 1,142 bitcoin. Executive Chairman Michael Saylor told CNBC the firm plans to keep buying bitcoin and will refinance debt if needed. Traders are watching U.S. jobs and inflation data this week for further signals.
10 February 2026
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Charles Schwab stock price sinks about 7.5% as Altruist’s Hazel AI tax tool spooks brokers

Charles Schwab stock price sinks about 7.5% as Altruist’s Hazel AI tax tool spooks brokers

Charles Schwab shares fell 7.5% to $99.25 in after-hours trading Tuesday, following a broader selloff in brokerage stocks after Altruist launched AI-powered tax-planning tools. LPL Financial dropped 8.2%, Raymond James 8.8%, and Morgan Stanley 2.5%. Altruist’s Hazel platform can read tax documents and generate personalized strategies in minutes. Investors await Schwab’s January activity report, due Feb. 13.
10 February 2026
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Oracle (ORCL) stock price rises again after hours as Wall Street rethinks its OpenAI cloud bet

Oracle (ORCL) stock price rises again after hours as Wall Street rethinks its OpenAI cloud bet

Oracle shares rose 2.1% to $159.87 in after-hours trading Tuesday, after hitting an intraday high of $165.32. The company announced new AI automation features for its Fusion Cloud software and plans to raise up to $50 billion in 2026 to expand cloud infrastructure. Analyst opinions remain divided, with Melius Research downgrading the stock to “hold.”
10 February 2026
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JetBlue and United’s “Blue Sky” goes live as cross-booking opens on both airlines’ sites

JetBlue and United’s “Blue Sky” goes live as cross-booking opens on both airlines’ sites

JetBlue and United began cross-selling eligible flights on each other’s websites and apps Tuesday under their Blue Sky partnership. Customers can pay with cash or redeem loyalty points and miles, depending on the booking channel. More features, including reciprocal perks and JFK slot access, are planned for later phases. Some JetBlue routes remain unavailable through United’s site.
10 February 2026
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Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference

Micron stock drops on Nvidia “Rubin” HBM4 chatter as MU investors brace for Wolfe conference

Micron shares fell 2.4% to $374.41 in late trading Tuesday after reports said the company may miss out on supplying HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI platform. South Korean media, citing SemiAnalysis, said Nvidia could allocate all initial HBM4 orders to SK hynix and Samsung, citing higher speed requirements. The iShares Semiconductor ETF slipped 0.3%.
10 February 2026
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Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir shares fell 2.3% to $139.63 Tuesday despite an upgrade to “buy” from Daiwa, which set a $180 price target. The stock traded in a wide range as investors awaited Wednesday’s U.S. jobs report. Broader markets closed mixed after weak retail sales data. CEO Alex Karp addressed internal concerns over Palantir’s ICE contracts in a video to staff, according to WIRED.
10 February 2026
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Robinhood Stock Faces Earnings-Day Whiplash as Options Price a Double-Digit Swing

Robinhood Stock Faces Earnings-Day Whiplash as Options Price a Double-Digit Swing

Options pricing signals an expected 12% swing in Robinhood shares after Tuesday’s earnings, with some estimates closer to 9%. Wolfe Research upgraded the stock Monday, citing an overdone crypto-driven selloff. Analysts forecast earnings of 60–63 cents a share on revenue near $1.35 billion. Investors are watching whether new products can offset weaker crypto trading.
10 February 2026
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